Benefits of using WhatsApp Business via Boxly
and not on the WhatsApp Business App on your Phone
If you are using WhatsApp Business for sales, marketing and support for your business you are most likely running all of this on your personal phone on the WhatsApp Business App.
While this works, it is limiting for the following reasons 👇
Limitations of Using WhatsApp Business Solely on Your Phone
Data Protection Issues
Managing customer information on a personal device does not comply with data protection regulations.
Messaging Restrictions
Only able to send mass messages to 256 contacts at a time, risking account termination for excessive messaging.
Limited Automation
Auto-reply and quick reply options only, making timely responses to customers difficult.
Lack of Accountability
No way to track which team member responded to a customer or when.
Security Risks
If a team member leaves with access to the account on their phone, it poses a security risk to the business.
By connecting your WhatsApp Business number to Boxly you can unlock the power of WhatsApp as a communication and marketing channel for your business. Below are just a few of the benefits.
Benefits of using WhatsApp Business via Boxly
All your enquiries in one place
View all conversations in one place instead of across multiple platforms. This saves time versus switching between systems. You can WhatsApp your webform enquiries, Facebook Lead ads and more
Mass message customers without limits
Send targeted mass messages to large groups of customers based on their stage or activity in Boxly without the 256 contact limit.
Setup powerful time saving automations
Setup automated replies for incoming messages or target automated messages when customers reach a stage in a process such as a booking or sale.
Know who and when the team are replying
Cleary see what team member is replying to WhatsApp messages and track the response times in a report
Secure messaging and team access
If a team member leaves the team, simply remove them as a user in Boxly and their access to your WhatsApp account is removed.
Please note, there is one limitation if you choose to use WhatsApp Business Via Boxly. 👇
Important - Please read this ⚠️
If you want to use your existing WhatsApp Business number with Boxly you will need to backup all your conversations and delete this number on the WhatsApp Business App. This free's up the number to be connected via the WhatsApp Cloud API to Boxly.
You cannot use WhatsApp business on your phone and on Boxly. It's one or the other. Please note, this is a WhatsApp policy and not ours.
Connecting your WhatsApp Number to Boxly
Connecting WhatsApp as a Channel is our most technical of channel connections but simply follow the step-by-step guide below and you'll be connected in no time at all.
Here is the complete step-by-step guide in a video format, also below are step-by-step instructions.
Step 1 - Create a Meta for Developers account
In order to connect a WhatsApp account to Boxly you will need to first create a Meta for Developers account to configure the connection.
If you already have a Meta for Developers Account, please move to Step 2
To create an account go to the developer's page for Meta
Click on "Get Started" on the top right hand corner
Next, click continue to start the account creation process
Follow the account creation steps
Verify your developer account by adding a mobile number.
In the new window enter the code that was sent to the specified phone number. Click “Continue”;
Select Developer
Click on complete registration
Step 2 - Create an APP
Go to the developer's page and click on "My Apps" on the top right of the menu.
Next, click on Create App
Select, "Other"
Next, on the pop up, select the app App type - Select the Business option. Scroll down the page and click "Next"
Next, fill in the details below.
App display name
✅ Use your business name here
App Contact Email
✅ Add your email address or an email you have access to
Business Manager Account
✅ You can skip this at this stage and come back to it later
Once you create the app you will land on the app dashboard.
Click on the "Set up" button on WhatsApp
You have now created your WhatsApp app Successfully.
Now go
Step 3: Create your WhatsApp account
Tap on the "Start using the API" button
You will be redirected to the “Getting Started” Sub Section
On the API Setup Page, click "Add phone number".
Add the necessary information about your business in the next step
After filling in the information, Select “ Next” to begin the phone number verification process
Select your country code from the drop-down and enter the phone number you would like to register
Please Note: If you see the error "This number is registered to an existing WhatsApp account...", you need to use another phone number or delete the WhatsApp account from your number.
You cannot use WhatsApp business on your phone and on Boxly. It's one or the other. Please note, this is a WhatsApp policy and not ours.
To use your existing number will need to backup all your conversations and delete this number on the WhatsApp Business App.
This free's up the number to be connected via the WhatsApp Cloud API to Boxly.
Here's how to do this:
From your phone, go to the WhatsApp app that this number is connected to;
Tap "Settings" → "Account" → "Delete account";
Enter the phone number and tap "Delete account"
To back up your conversation on Apple IOS, read this
To back up your conversations on Android, Watch this video
Then select your preferred choice to receive the verification code, either by Text Message or Phone, and click "Next" to continue
Enter the code that you received in the message, and click “Next”.
Once the number has been verified, It will appear in the From “drop-down menu” of the “Send and Receive Messages” section of the panel
Finally, fill out the payment details
Step 4: Create an Admin System user to generate a Permanent Access Token
From The App Dashboard > Select “Business settings”
Under the Users Tab, select System Users and Click “Add”
Enter the system user name and select the Role As” Admin” and click “Create system user”.
Now click on the “Assign Assets” > Apps > select the asset (the app you created) then Assign all the permissions.
Select the system user and click “Generate New Token”.
Next, select the app and click on “Never” Under Token expiration
Select the Below permissions
business_management
whatsapp_business_management
whatsapp_business_messaging
In the next window of the created token, copy and save the token.
Step 5: Connect WhatsApp to Boxly
Go to Boxly > go to Channels
Click "Connect a new Channel" and find “WhatsApp” and click "Connect".
In the next screen hit "Next", to get your Callback URL
Copy the webhook URL from Boxly and paste it against the ‘Callback URL’ field on Facebook you can find it Under WhatsApp > Configuration tab
Copy the Verify token from Boxly and paste it against the ‘Verify token’ field on Facebook and Hit “Verify and Save”
Once you have added that Click on the Manage Button next to “Webhook Fields” subscribe to:
account_review_update
account_update
messages
No go to your Boxly account and Paste the Access token you saved before, along with the Phone number ID and WhatsApp Business Account ID From the API Setup section under “WhatsApp”
Once Done, toggle on the APP Mode: to live.
You have successfully connected WhatsApp to Boxly!